K-defense stocks

방위산업

What are K-defense stocks in Korea?

The K-defense theme on jonbur groups 48 Korean stocks listed on KOSPI and KOSDAQ, worth ₩158T in total. On Oct 28, 2026 the group moved up 2.14% (weighted by market value); the largest members are Hanwha Aerospace, Korea Zinc, HD Korea Shipbuilding & Offshore Engineering.

Stocks: 48
Total market value: ₩158T
Day's move: +2.14%
As of: Oct 28, 2026
Largest members: Hanwha Aerospace, Korea Zinc, HD Korea Shipbuilding & Offshore Engineering

Earnings tracker · 1Q 2026

Past quarter

43 of 47 reportedOperating profit up vs a year ago: 31 of 41

Revenue+23.1%

Operating profit+43.1%

Net profit+94.4%

Combined, for the companies that have reported, vs the same quarter a year ago

Company	Reported	Revenue	vs a year ago	Operating profit	vs a year ago	vs last quarter	Op. margin
Hanwha Aerospace	May 13	₩5.8T	+4.9%	₩639B	+13.9%	−20.9%	11.1%10.2%
Korea Zinc	May 15	₩6.1T	+58.4%	₩746B	+175.2%	+74.1%	12.3%7.1%
HD Korea Shipbuilding & Offshore Engineering	May 15	₩8.1T	+20.2%	₩1.4T	+57.8%	+30.6%	16.7%12.7%
Hanwha Ocean	May 13	₩3.2T	+2.1%	₩441B	+70.6%	+78.2%	13.7%8.2%
Hanwha Systems	May 13	₩807B	+17.0%	₩34B	−41.1%	+495.0%	4.2%8.4%
Korea Aerospace Industries	May 15	₩1.1T	+56.3%	₩67B	+43.4%	−12.8%	6.1%6.7%
LIG Defense&Aerospace	May 15	₩1.2T	+28.7%	₩171B	+50.6%	+342.4%	14.7%12.5%
Hyundai-Rotem	May 15	₩1.5T	+23.9%	₩224B	+10.5%	−16.2%	15.4%17.2%
Hanwha	May 14	₩21T	+28.9%	₩1.3T	+18.1%	+220.5%	5.9%6.4%
Hanwha Engine	May 14	₩345B	+8.5%	₩51B	+130.3%	+8.5%	14.9%7.0%
Sungho Electronics	May 15	₩66B	+11.4%	₩3.2B	+100.3%	−21.7%	4.9%2.7%
Poongsan	May 15	₩1.3T	+9.9%	₩90B	+29.3%	−1.5%	7.1%6.0%
Woori Technology, Incorporation	May 15	₩17B	−8.5%	−₩6.7B	Bigger loss	Bigger loss	−39.7%−16.2%
Hyundai WIA	May 14	₩2.2T	+5.7%	₩52B	+6.2%	+8.1%	2.4%2.4%
RFHIC	May 15	₩43B	+35.1%	₩7.7B	+107.1%	−32.6%	18.0%11.7%
SNT Dynamics	May 12	₩180B	+19.8%	₩21B	+20.2%	+16.5%	11.8%11.8%
Satrec Initiative	May 13	₩37B	−7.1%	−₩2B	Turned to loss	Turned to loss	−5.4%4.4%
Hanyang ENG	May 14	₩341B	+26.9%	₩22B	+88.6%	+129.8%	6.5%4.4%
Poongsan Holdings	May 15	₩121B	+23.6%	₩35B	+107.2%	+1,354.5%	29.1%17.4%
i3system	May 13	₩32B	−15.1%	₩4.4B	−24.4%	+14.9%	13.5%15.2%
Sejin Heavy Industries	May 15	₩87B	−11.4%	₩14B	−23.4%	−60.7%	15.6%18.1%
MNC Solution	May 15	₩66B	−12.0%	₩8B	−16.2%	−63.2%	12.1%12.7%
Firstec	May 15	₩79B	+48.0%	₩2.3B	+60.2%	−53.2%	2.9%2.7%
Samyang Comtech	May 15	₩17B	—	₩2B	—	−75.7%	12.1%
Vitzro Nextech	May 15	₩7.1B	—	−₩3.4B	—	—	−47.3%
Vitzro Tech	May 15	₩106B	+8.1%	₩13B	+16.5%	−27.2%	12.6%11.7%
AeroSpace Technology of Korea	May 15	₩71B	+11.0%	₩7B	+18.4%	Turned to profit	9.9%9.3%
Innospace	May 13	₩1.4B	+482.1%	−₩12B	Smaller loss	Smaller loss	−885.6%−5,779.4%
Duksan Navcours	May 15	₩12B	+55.8%	₩227M	Turned to profit	−88.4%	1.9%−4.1%
Kencoa Aerospace	May 15	₩29B	+73.1%	₩218M	+106.0%	Turned to profit	0.7%0.6%
Chosun Refractories	May 13	₩132B	+0.8%	₩9B	+54.3%	+293.5%	6.8%4.4%
Asia Pacific Satellite lnc	May 14	₩4.1B	−60.2%	−₩2.6B	Bigger loss	Turned to loss	−62.8%−7.6%
Dawonsys	May 15	₩21B	−52.3%	−₩9.5B	Smaller loss	Smaller loss	−45.1%−32.3%
Victek	May 15	₩21B	+39.9%	₩195M	+151.2%	−90.3%	0.9%0.5%
Samyoung M-Tek C0	May 14	₩131B	+397.0%	₩5.6B	+95.6%	+273.4%	4.3%10.9%
Huneed Technologies	May 15	₩22B	−38.5%	−₩3.3B	Smaller loss	Smaller loss	−15.1%−10.3%
Dypnf	May 15	₩61B	−35.3%	₩3.6B	−70.8%	Turned to profit	5.9%13.0%
Smart Radar System	May 14	₩1.5B	−28.4%	−₩1.5B	Smaller loss	Bigger loss	−100.7%−120.6%
KP Aero Industries	May 15	₩14B	+6.7%	₩591M	+99.7%	+54.0%	4.3%2.3%
Hizeaero	May 14	₩20B	+7.7%	₩1.2B	−26.8%	−14.2%	5.8%8.6%
Dongbang Ship Machinery	May 14	₩9.2B	+8.6%	₩1.6B	+268.6%	−69.8%	16.9%5.0%
SolDefense	May 15	₩8.7B	+50.2%	−₩781M	Turned to loss	Turned to loss	−9.0%4.3%
Speco	May 15	₩6.3B	−14.9%	−₩58M	Smaller loss	Turned to loss	−0.9%−1.8%
Sewon Precision Industry	Not yet
Bonsystems	Not yet
Hanwha Machinery & Service Holdings	Not yet
KNS Space and Defence	Not yet

Single-quarter figures. Preliminary figures are the company's own early numbers and are replaced by the quarterly report when it's filed. Expected dates are around when each company reported a year ago.

Technical breadth

After the close on Oct 28, 2026

Above 20-day average: 9.5%
Above 60-day average: 14.3%
RSI above 70: 0%
RSI below 30: 19%
52-week highs: 0
52-week lows: 2

Index gauge · Short term

Leaning bearish

2 bullish, 1 neutral, 6 bearish

Index gauge · Medium term

Bearish

0 bullish, 0 neutral, 8 bearish

Technical read

The K-defense theme comprises 42 member stocks, and only 9.5% of them trade above their 20-day averages while 14.3% sit above their 60-day averages, indicating weak breadth. No members reached a 52-week high, while 2 touched a 52-week low, and the RSI extremes show one member at an oversold reading of 19 with none overbought. The equal-weighted member index screens bearish on both horizons, with the short-term gauge leaning bearish at 6 bear signals to 2 bull, the medium-term gauge reading bearish, an RSI of 36.1, and the index trading below its cloud.

Written by AI from the indicator values above. Not advice.

Share of members, from each member's own indicators; the gauge reads an equal-weighted index of the members. Technical indicators describe past price and volume patterns. They are not predictions or recommendations.

Credit & macro

MaturitiesOct 22, 202675Korea Aerospace Industries: ₩250bn of bonds due in the next 6 months vs ₩164bn cash₩250bn due within 12 months, from the bond filings so far; cash and cash equivalents as of 2026 H1.Korea Aerospace Industries

ETFs for this theme

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AUM · Flow 1w

Creators talking about this

K-defense

+1.58%

방위산업

K-defense is a Korean stock-market theme covering companies that build military hardware and systems, such as aircraft, armored vehicles, naval vessels, artillery, and munitions, along with firms that supply components and export weapons to foreign governments. Korean investors group these companies together because they share exposure to government defense budgets, long-term export contracts, and international arms demand, and because the sector has drawn attention when global security tensions and large foreign orders have risen.

48 companies · 32 up · 2 flat · 14 down

Traded value: ₩623B
Value vs 20-day average: 0.63×
Top gainer: RFHIC
Largest company: Hanwha Aerospace

Companies in this theme

Market cap Value traded Gainers Losers NPS stake

All KOSPI KOSDAQ

NPS owns > 5%

Company	Price	Daily	Traded value	Market cap	NPS
Hanwha Aerospace012450 · KOSPI	₩787,000	+2.47%	₩99B	₩41T	7.95%
Korea Zinc010130 · KOSPI	₩891,000	+4.09%	₩13B	₩19T	5.48%
HD Korea Shipbuilding & Offshore Engineering009540 · KOSPI	₩241,500	−2.03%	₩54B	₩17T	7.42%
Hanwha Ocean042660 · KOSPI	₩52,500	−0.94%	₩93B	₩16T	6.66%
Hanwha Systems272210 · KOSPI	₩66,200	+4.91%	₩51B	₩13T	6.17%
Korea Aerospace Industries047810 · KOSPI	₩102,700	+4.05%	₩39B	₩10T	7.08%
LIG Defense&Aerospace079550 · KOSPI	₩449,000	+1.35%	₩41B	₩9.9T	10.74%
Hyundai-Rotem064350 · KOSPI	₩82,800	+3.76%	₩30B	₩9T	7.07%
Hanwha000880 · KOSPI	₩94,000	+1.40%	₩4B	₩5T	5.41%
Hanwha Engine082740 · KOSPI	₩33,100	+2.64%	₩24B	₩2.8T	9.20%
Sungho Electronics043260 · KOSDAQ	₩28,700	+5.51%	₩63B	₩2.2T	0.48%
Poongsan103140 · KOSPI	₩59,800	+3.46%	₩3B	₩1.7T	8.22%
Woori Technology, Incorporation032820 · KOSDAQ	₩9,630	+5.02%	₩15B	₩1.7T	0.32%
Hyundai WIA011210 · KOSPI	₩50,400	+1.51%	₩3.5B	₩1.4T	6.26%
RFHIC218410 · KOSDAQ	₩51,500	+9.81%	₩41B	₩1.4T	3.99%
Bonsystems496320 · KONEX	₩1,176,000	0.00%	₩0	₩1.2T	—
SNT Dynamics003570 · KOSPI	₩26,500	−1.12%	₩2.1B	₩660B	7.16%
Hanwha Machinery & Service Holdings0220W0 · KOSPI	₩7,760	+0.78%	₩8.8B	₩656B	5.22%
Satrec Initiative099320 · KOSDAQ	₩54,700	+3.99%	₩1.4B	₩599B	3.26%
Hanyang ENG045100 · KOSDAQ	₩28,100	+3.31%	₩1.9B	₩492B	0.19%
Poongsan Holdings005810 · KOSPI	₩33,750	+0.45%	₩484M	₩487B	2.28%
i3system214430 · KOSDAQ	₩62,300	−2.81%	₩1.8B	₩455B	2.07%
Sejin Heavy Industries075580 · KOSPI	₩7,390	+0.14%	₩1B	₩420B	1.70%
Hanwha 3rd Pref.00088K · KOSPI	₩27,750	+1.09%	₩658M	₩407B	1.94%
MNC Solution484870 · KOSPI	₩13,940	+2.58%	₩1.8B	₩383B	4.13%
Firstec010820 · KOSPI	₩5,290	+1.73%	₩2.1B	₩258B	0.41%
Samyang Comtech484590 · KOSDAQ	₩5,880	+0.34%	₩494M	₩242B	0.87%
Vitzro Nextech488900 · KOSDAQ	₩8,260	+1.60%	₩235M	₩239B	—
Vitzro Tech042370 · KOSDAQ	₩9,130	+3.05%	₩1.6B	₩239B	—
AeroSpace Technology of Korea067390 · KOSDAQ	₩5,030	−0.40%	₩174M	₩212B	0.80%
Innospace462350 · KOSDAQ	₩5,020	+3.08%	₩666M	₩175B	0.97%
Duksan Navcours266690 · KOSDAQ	₩8,730	+0.34%	₩6.2B	₩165B	—
Kencoa Aerospace274090 · KOSDAQ	₩10,110	+1.61%	₩2.4B	₩139B	0.91%
Chosun Refractories462520 · KOSPI	₩11,010	−0.18%	₩72M	₩131B	0.64%
Asia Pacific Satellite lnc211270 · KOSDAQ	₩8,610	−1.94%	₩4.9B	₩130B	0.36%
Sewon Precision Industry021820 · KOSPI	₩10,500	−0.76%	₩69M	₩105B	0.23%
Dawonsys068240 · KOSDAQ	₩2,530	0.00%	₩0	₩97B	0.08%
Victek065450 · KOSDAQ	₩3,155	+2.77%	₩9B	₩93B	—
Samyoung M-Tek C0054540 · KOSDAQ	₩5,490	+3.39%	₩225M	₩71B	—
Huneed Technologies005870 · KOSPI	₩4,920	−0.20%	₩830M	₩69B	0.41%
Dypnf104460 · KOSDAQ	₩6,190	−0.16%	₩32M	₩65B	0.05%
Smart Radar System424960 · KOSDAQ	₩3,100	−1.27%	₩57M	₩51B	0.96%
KP Aero Industries288180 · KOSDAQ	₩6,440	−0.31%	₩129M	₩48B	—
KNS Space and Defence487400 · KOSDAQ	₩4,580	+6.51%	₩322M	₩47B	—
Hizeaero221840 · KOSDAQ	₩1,984	−0.20%	₩6.7M	₩37B	—
Dongbang Ship Machinery099410 · KOSDAQ	₩2,525	+1.81%	₩63M	₩35B	—
SolDefense215090 · KOSDAQ	₩1,376	+3.30%	₩120M	₩32B	—
Speco013810 · KOSDAQ	₩1,475	−3.59%	₩889M	₩22B	1.00%

Source: KRX statistical information